SnipNFix

Generate CSV, PDF, and Excel reports with filters for accounting, tax preparation, or business analysis.

CashFlowly makes it easy to export your financial data for accounting, tax preparation, or business analysis. Here's how to generate professional reports.

Export Formats

CSV (Free): Simple spreadsheet format, works with any spreadsheet app (Excel, Google Sheets, Numbers)
PDF (Pro): Professional reports with your business logo, contact info, and formatted tables
Excel XML (Pro): SpreadsheetML .xml files for compatible spreadsheet apps; these are not .xlsx workbooks

Report Types

All Entries: Complete transaction list with all details
Day-wise Summary: Daily totals for cash in/out
Category-wise Summary: Breakdown by category
Contact-wise Summary: Totals per customer/supplier
Payment Mode Summary: Breakdown by payment method

How to Export

Open the book you want to export
Tap the gear menu → "Export Report"
Select duration: All Time, Today, This Week, This Month, Last Month, or Custom Range
Apply filters (optional): Entry type, category, contact, payment mode
Choose report type
Select format (CSV, PDF, or Excel XML)
Share or save the generated file

PDF Reports Include

Your business logo and contact info (address, phone, email)
Report title and date range
Summary totals (Cash In, Cash Out, Net Balance, Entry Count)
Detailed transaction table or summary table
Professional formatting with colors

Excel XML Reports Include

Summary sheet with totals and metadata
Detailed data sheet with all entries
Color-coded amounts (green for income, red for expenses)
Proper column formatting

Tips for Reports

Export monthly reports for bookkeeping
Use category-wise reports for tax deductions
Contact-wise reports help track customer payments and supplier dues
Filter by date range for quarterly or annual reports
PDF reports are great for sharing with accountants or clients

Free Plan Limitations

All-time history, CSV export and basic iCloud sync are Free. Pro adds PDF and Excel XML export. Expiring Pro does not delete existing records. The upcoming data-safety update also keeps full backup, restore, recovery and CSV reconstruction Free; those new tools are not yet in the public App Store release.